Steve Mathews, MBA, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2024 as a result of the acquisition of Bolan Capital Management where he was a Portfolio Manager
• Worked at Fidelity Investments and TD Ameritrade prior to joining Bolan Capital Management in 2018
• Focuses on research, client management, and assisting in creating and implementing personalized investment strategies

Life Outside of MAI 

• Lives in Great Nashville, TN with his wife and three children
• Enjoys spending time traveling with his family, attending the sporting events of his children, and woodworking
• Active member in his community and has assisted with coaching his children’s sports teams

Education

• Thomas More University, Bachelor’s Degree in Business Administration
• Xavier University College of Business, Master’s of Business Administration

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.